Market
RIA
Member Level
Premier
Last Activity
this week
Profile Age
55 days old
General
Location
Springfield, IL, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$300,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
700
Avg Client Age
58
Overview

I am a partner in a successful Wealth Management firm: 95% fee based RIA. I am looking to expand in the Bluffton/Hilton Head Island area of South Carolina. Also, we would look to expand in the Central Illinois area.

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